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Add a Checklist to Service Management Issues for certain Issue types or Request types

Add a Checklist to Service Management Issues for certain Issue types or Request types

Owned by Olena Brazhko (Unlicensed)
Last updated: Apr 16, 2025 by Mariya Solovey
3 min read

Add Checklist for certain Request types or Issue types in Jira Service Management ⚡️

☝🏼IMPORTANT NOTE: Automations using entity properties no longer work with the Forge app. Please update your setup to use the Checklists custom field instead.
Learn more → Migrating Smart Checklist to Forge

Issue types can have several Request types. To be sure that you specify the right condition in the automation rule - check whether you want to add a Checklist to the Issue type or Request type. To check what Issue/Request types you have, go to the Project Settings → Issue types/Request types.

In the example below, you can see that issue type New Feature has two Request types: Suggest a new feature and Suggest improvement:

  1. Go to Project Settings → Automation → click Create rule:

    image-20250319-113249.png
    Automation in Project Settings

  1. Create a trigger

2.1. Choose Work item created

2.2. Click Next

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Work item created trigger

  1. Specify Issue type or Request type

3.1. Add component: Add a condition

3.2. Choose JQL condition

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JQL condition

3.3. Add filter per Issue/Request Type

If you need to add a Checklist to the Issue Type with any Request Type 👉🏻

issuetype = "New feature"

If you need to add a Checklist to the Issue Type with any Request Type 👉🏻

issuetype = "New feature"

If you need to add a Checklist to the specific Request Type 👉🏻

issuetype = "Submit a request or incident" AND "Request Type" = "Suggest a new feature"

 

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Specified JQL condition

To make sure that JQL query is valid click “Validate query“

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Success ✅

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JQL is invalid ❌

image-20250416-115421.png

3.4. Click Next

  1. Add a Checklist

4.1. Add component: New action

4.2. Choose Edit work item

image-20250416-120110.png

4.3. Fill in the fields with the following values:

Choose fields to set

Checklists

Choose fields to set

Checklists

Add Checklist items in Markdown formatting 👉🏻

- pass the request to the team - check if the feature is possible to implement

Add Checklist template 👉🏻

{{project.properties."com.railsware.SmartChecklist.templateId.<Template_ID>"}}

💡HINT: Read more about templates automation here → Use Templates in Automations

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Value for the Checklists field

4.4. Click Next

  1. Name your new Automation and Turn it on

    image-20250416-120452.png
    Name and turn on the automation

 

You're done! Now, every time a New feature Issue is created, a proper Checklist will be added to Jira Service Management Issues🎉

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